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NooneAtAll3today at 6:11 AM2 repliesview on HN

most likely in a couple years this bubble will pop, just like 8 years and 16 years ago

it's just a cartel cycle of gaining profits while soon eliminating all investments into competitors when flood of cheap ram "suddenly" appears


Replies

thfurantoday at 6:16 AM

This is coming from an insane demand spike, not some nefarious plot by the RAM manufacturers.

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seanmcdirmidtoday at 6:51 AM

Eventually new capacity will come online, and the money the DRAM companies are making are going to accelerate even ,ore new capacity. If you can get your new capacity going before your competitors, maybe you can avoid a bubble burst. If you don’t build new capacity, your competitors will, etc, etc…

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